The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED DRAIN SYS INC DEL COM 00790R104 91,093 3,756,420 SH   DFND 1,2 3,756,420 0 0
AMAZON COM INC COM 023135106 187,802 125,037 SH   DFND 1,2 125,037 0 0
BOOKING HLDGS INC COM 09857L108 176,205 102,301 SH   DFND 1,2 102,301 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 154,089 540,719 SH   DFND 1,2 540,719 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 164,906 2,055,412 SH   DFND 1,2 2,055,412 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 72,343 1,004,351 SH   DFND 1,2 1,004,351 0 0
MPLX LP COM UNIT REP LTD 55336V100 177,608 5,861,653 SH   DFND 1,2 5,861,653 0 0
REALPAGE INC COM 75606N109 170,247 3,532,832 SH   DFND 1,2 3,532,832 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 120,240 742,724 SH   DFND 1,2 742,724 0 0
TRANSDIGM GROUP INC COM 893641100 613,073 1,802,838 SH   DFND 1,2 1,802,838 0 0
TYLER TECHNOLOGIES INC COM 902252105 161,903 871,291 SH   DFND 1,2 871,291 0 0
VISA INC COM CL A 92826C839 123,401 935,284 SH   DFND 1,2 935,284 0 0